U.S. retirement plans whose Form 5500 Schedule of Assets reports this exact fund, parsed from filing PDFs and ranked by position size. Matched on the normalized security name across every plan’s latest filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JEFFERIES FINANCIAL GROUP INC. JEFFERIES FINANCIAL GROUP INC. SAVINGS AND RETIREMENT PLAN | NEW YORK NY | 207 | $92.6M | $403K |
| 2 | STARKWEATHER & SHEPLEY INSURANCE BROKERAGE, INC. STARKWEATHER & SHEPLEY INSURANCE BROKERAGE INC. & SUBSIDIARIES 401K & PROFIT SHARING PLAN | EAST PROVIDENCE RI | 324 | $84.8M | $333K |
| 3 | AQUARION WATER COMPANY SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY | BRIDGEPORT CT |
| 381 |
| $108.0M |
| $316K |
| 4 | INVESTMENT COMPANY INSTITUTE INVESTMENT COMPANY INSTITUTE SECTION 401(K) PLAN | WASHINGTON DC | 165 | $165.2M | $581 |
